Regulatory data and information

Fund related regulatory documents and templates

Regulatory documents and templates

Credit Suisse Asset Management

ASIP Excel Reporting

The Swiss Pension Fund Association ASIP launched a set of ESG reporting guidelines recommended for use by Swiss pension schemes as of 01.01.2023. The guidelines represent the ‘recommended’ industry solution for ESG transparency reporting including qualitative and quantitative assessments.
CSAM has developed a PDF report covering the metrics required by the ‘basic’ version of the ASIP guidelines. The reports can be downloaded from CSAM Fundsearch for the individual funds.
In addition, CSAM provides the ASIP ‘basic’ and certain additional (advanced) metrics in form of an Excel report that you can access below for the broad CSAM fund universe.